Adam Desimone is a registered investment advisor at Pinnacle Investments, LLC, based in Great Meadows, NJ, with 15 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,961 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pinnacle Investments charges an annual advisory fee of 3.00% for AdvisorPro accounts. This fee may be negotiable based on the investment advisor representative, account size, investment complexity, use of PCM as a sub-advisor, and the level of service required. There is a minimum annual program fee of $100.00. Accounts managed by PCM generally have a minimum opening balance of $100,000.
Location
Great Meadows, NJ
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Adam is a board member for the Great Meadows Regional School District, dedicating minimal time to meetings and policy votes. He also sells and services Medicare plans, spending a few hours per week outside of trading hours.
Employment History
Current Registrations
Pinnacle Investments, LLC
Pinnacle Investments, LLCBroker
Pinnacle Investments, LLC
Previous Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Allstate Financial Services, LLCBroker
Terranova Capital Equities, INCBroker
Ceros Financial Services, INC.Broker
Investment Planners, INC.Broker
Ipi Wealth Management, INC.
Blackrock Investments, LLCBroker
Blackrock Financial Management, INC
Hennion & Walsh Asset Management, INC.
Hennion & Walsh, INC.Broker
Bear, Stearns Securities CORP.Broker
Bear, Stearns & CO. INC.
Bear, Stearns & CO. INC.Broker
Maxim Group LLCBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.